> 数据图表咨询大家智能汽车个股盈利预测汇总2026-2-4智能汽车个股盈利预测汇总注：市值参考日期为2026年2月26日，单位均为亿元人民币，港股市值按2026年2月27日1HKD=0.88CNY计算，美股市值按2026年2月27日1USD=6.86CNY计算；标*为东吴汽车覆盖标的，盈利预测来自东吴汽车；其他公司盈利预测源自2026年2月27日的wind一致预期。数据来源：Wind，东吴证券研究所37一级大类 二级大类代码整车整车整车智能整车L4核心标的核心硬件9660.HK 地平线机器人*2533.HK黑芝麻智能*TSLA.O9868.HK2015.HK1810.HK920599.BJPONY.OWRD.O601777.SH整车整车算法算法算法算法算法3881.HK002405.SZ运营平台 2643.HK运营平台 9680.HK运营平台 2618.HK运营平台 600611.SH运营平台 600650.SH运营平台 688648.SH运营平台 301070.SZ600745.SH002920.SZ688326.SH603786.SH600699.SH002906.SZ0285.HK2431.HK1316.HK芯片芯片芯片域控域控域控域控域控域控域控底盘底盘底盘底盘底盘传感器传感器传感器连接器 300679.SZ601965.SH检测检测301215.SZ600660.SH玻璃601799.SH车灯1057.HK002284.SZ603197.SH603596.SH个股特斯拉小鹏汽车*理想汽车*小米集团*同力股份*小马智行*文远知行千里科技希迪智驾四维图新曹操出行*如祺出行京东物流大众交通锦江在线中邮科技开勒股份*闻泰科技德赛西威*经纬恒润*科博达均胜电子*华阳集团*比亚迪电子*佑驾创新耐世特*伯特利*浙江世宝-H亚太股份*保隆科技*电连技术*中国汽研*中汽股份福耀玻璃*星宇股份*禾赛*HSAI.O2498.HK2382.HK 舜宇光学科技*速腾聚创*总市值105,1291,1311,3028,06320247,022.3408.71,444.6营业收入2025E/785.41,133.82026E7445.51057.81380.53,659.14,745.85918.59741016952385259193166461016687561,0481094197471662704141756385116832416412479290154553184199971,58343561.25.43.669.64.135.0146.624.669.15.36.087.6/40.3206.7/1,828.42,159.3///3.736.68.8370.8333.871.574.2674.3127.01,942.0/301.7129.2/55.386.938.221.7426.861.154.7/28.118.19.13.323.84.7734.4275.355.159.4558.6101.11,773.16.5307.498.926.942.369.920.816.5382.946.346.53.9392.5132.578.57.211.3106.5/48.8262.4/2434.1///4.553.714.3229.9420.480.494.6728.2155.62224.6/311.0155.0/63.9102.647.234.1491.276.370.0/462.6155.01546.32191.79PS2025E/1.41.11.71.477.027.96.0/6.40.9/0.3///15.128.612.31.12.22.33.60.61.40.3/0.62.5/2.20.97.67.11.33.03.6/3.42.82026E14.11.10.91.41.256.914.94.9/5.30.7/0.3///12.519.57.61.81.82.12.90.61.10.3/0.52.1/1.90.86.14.51.12.42.8/2.92.3归母净利润2025E/-13.68.5453.29.5-15.4-14.90.9/-6.2-11.0/64.4///0.4-24.5-12.719.025.90.29.516.18.153.00.09.414.4/3.44.12.4-2.333.28.810.1/91.116.52024509.7-57.980.3236.67.9-19.7-25.20.4-5.8-10.9-12.5-5.662.02.12.0-1.5-0.123.53.1-28.320.0-5.57.79.66.542.7-2.24.412.11.52.13.0-1.0-4.827.06.29.11.775.014.12026E485.024.615.8529.611.0-14.1-13.61.6/-1.8-2.7/75.1///0.7-14.1-8.727.533.31.712.219.510.363.30.011.117.4/4.25.78.90.642.410.912.3/111.1120.38PE2025E/-83.0152.617.810.1-26.5-11.3596.8/-41.8-17.5/10.0///132.5-42.8-8.522.128.8728.928.425.721.712.0/17.822.6/36.519.4118.8-67.516.620.919.8/17.426.42026E216.746.082.315.28.8-29.0-12.4328.4/-142.6-70.5/8.6///78.6-74.5-12.515.222.495.722.121.316.910.1/15.118.7/29.513.832.5265.213.016.916.2/14.221.3东吴证券综合其他
